286 AgencyBloc Testimonials

"AgencyBloc is very modern, quick, and just administratively simple."

"I've been using AgencyBloc for about 3 years now. It totally keeps me organized. I couldn't exist without it! Thank you, AgencyBloc, for making my life more organized and productive."

"Take the advice from the agencies that have adopted AgencyBloc; most of them have done their due diligence and they chose AgencyBloc. The big players in the industry are using it, so trust in their choice to use AgencyBloc."

"AgencyBloc has been a game changer for us. Our business has grown as a result of having this system. The more I use it, the more I realize how powerful it is. Now that all my client information is in the CRM, everything I need is at my fingertips. I can save paper documents and attach them to the client record. This is huge for compliance purposes. I can't say enough good things about AgencyBloc. I highly recommend it."

"AgencyBloc offers a very user-friendly system to keep track of your clients and commissions. Best system I have ever used!"

"I've been an Agency Bloc customer for about 10 years. Their services have allowed me to grow my customer base by having data at my fingertips on every home visit — which leads to plenty of referrals. They always help me with customizing their user interface as my needs have evolved over time. AgencyBloc provides varying levels of functionality to meet your current and future needs, letting their product grow with your business."

"Since joining The Bloc, my clients' data is organized. I used many CRMs in the past. They didn't do what AgencyBloc has done for me. The time savings and amenities surpass all others. It's easy to use and has a great support staff and online help."

"I wanted a program where I could access my clients and data anytime, anywhere. The automatic birthday emails are a huge hit and have already provided a venue for referrals. I am setting up reminders to contact clients during AEP to write them on a Medicare Advantage plan. This software is so organized and efficient! As a solo agent with no staff, this helps keep me on track. There is no doubt my sales have increased 10%+ these first 6 months, and I expect that will rise over the following months."

"AgencyBloc has been vital for our company since we started using it in 2018. The ability to have our clients and commissions in one easy portal has been amazing. Through the years, we have used the support feature to live chat with a member of the AB team and have never come away with an unresolved problem. AgencyBloc listens to our ideas for improvements or concerns. I would recommend AgencyBloc to anyone who needs a Customer Resource Management system."

"I recently signed up for AgencyBloc and LOVE IT. AgencyBloc has everything I was looking for: a way to organize my clients by product of enrollment, workflow abilities to help me stay on top of my growing business, automated emails, and more. The training and support provided have been top-notch. I am very pleased with AgencyBloc and know the investment will help me grow my business. I give AgencyBloc 5 stars!"

"AgencyBloc's ease of use is critical for me. The layout is user-friendly and easy to navigate. It's taken my 10-hour workday down to only 7.5 hours!"

"Since we began AgencyBloc over three years ago, we have been able to triple our book of business. The Commission Module alone has saved me thousands of dollars in payroll while decreasing human error. I'm confident that when I pay my agents, I pay them exactly what I promised. I highly recommend AgencyBloc for anyone looking to take their business to the next level."

"I’m just a one-person semi-retired shop, so I only use Agency Bloc for my database of clients, list of companies/contacts, and the activities. I am very happy with Agency Bloc and would recommend this software to other health insurance agents. The monthly cost is very reasonable and within my little budget."

"We've been using AgencyBloc for more than a few years now, and we definitely made the right choice. You can set up reminders for clients/prospects, generate reports for specific data, and manage this system pretty easily—it's not complicated at all! I would definitely recommend AgencyBloc to any upcoming business that needs to manage the day-to-day operations."

"AgencyBloc has been a GOD SEND for my business. It's an extremely sophisticated, ultra-functional CRM system. We have thousands of clients, and AB has helped us immensely to keep the clients organized. AB has helped us become more organized, productive, and profitable. I will NEVER change to another new CRM."